How many death certificates do I need?

Request multiple certified copies. Banks, insurers, title companies, and courts each require a certified copy.

What if I cannot find the original will?

Oregon courts may accept a copy under certain circumstances, but proving a lost will adds complexity. Search safe deposit boxes, attorney offices, and the deceased's personal files thoroughly before assuming the will is lost.

Do I need an attorney to file for probate?

Oregon does not strictly require an attorney for all probate matters, but the personal representative has legal obligations [§ 114.265] and potential personal liability. Professional guidance reduces the risk of costly mistakes.

What is an EIN and why do I need one?

An Employer Identification Number is a tax ID for the estate. You need it to open an estate bank account and file estate tax returns. You can apply for free at irs.gov.

Should bills be paid immediately?

Some expenses can't wait, but paying the wrong bill at the wrong time can create problems. Confirm authority, available funds, and statutory priority rules before making significant payments [§ 115.125].

Topic guideUpdated 2026-02-27

Oregon Probate Checklist — Documents & Steps

Documents and information to gather before filing for probate in Oregon.

Before filing for probate in Oregon, gathering the right documents saves time and prevents delays at every stage of the process. Here is what you will need, organized by category.

Essential personal documents

Certified copies of the death certificate (request multiple certified copies — banks, insurers, title companies, and courts each require a certified copy)
The original will and any codicils (amendments), if they exist — Oregon requires 2 witnesses for a valid will
Photo ID of the person who will serve as Personal representative
Social Security number of the deceased

Financial and asset documents

Bank and credit union statements for all accounts
Investment and brokerage account statements
Real estate deeds and mortgage documents
Vehicle titles and registration documents
Life insurance policies and annuity contracts
Retirement account statements (401k, IRA, pension)
Business ownership documents, if applicable

Debt and liability records

Outstanding loan documents (mortgage, auto, personal, student)
Credit card statements and account numbers
Medical bills and any healthcare payment arrangements
Tax returns for the last three years
Any pending lawsuits or legal claims involving the deceased

Important contacts to gather

Attorney who drafted the will, if applicable
Financial advisor or accountant
Insurance agents for all policies
Employer HR department (for benefits, final paycheck, group life insurance)
Social Security Administration (to report the death and inquire about survivor benefits)

✓Keep a master copy of all documents in a secure location and work from photocopies when possible. Courts and financial institutions sometimes lose paperwork, so protect your originals.

Prepare for Your Consultation

Quick checklist (Probate)

You can start the intake without all of these.

Death certificate

(copy)

Will or trust docs

(if any)

Basic asset list

(accounts / property)

General preparation tips only. Requirements vary by case and county.

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Common Questions

Frequently Asked Questions

General answers to common questions. Specific outcomes depend on your facts and timing.

If you have a deadline, court notice, or upcoming hearing, mention it when requesting assistance so timing can be evaluated promptly.

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